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    Portfolio

    Top 5 Holdings as at 31 July 2017

    Click on a company name to visit their website.

    # Company name Sector % Gross Assets  
    1 Panoramic Resources Limited (Australia) Nickel exploration and mining 26.9%  
    2

    Resolute Mining Limited (Australia, Mali)

    Gold exploration and mining

    20.1%  
    3 New Zealand Oil & Gas Limited (New Zealand) Oil & gas exploration and production 13.6%  
    4 Pan Pacific Petroleum NL (New Zealand, Vietnam) Oil & gas offshore seismic exploration 10.8%  
    5 Seacrest LP – unlisted (Global) Oil & gas exploration and production

    8.7%